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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $38.1B AUM 5,738 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 303 New 2977 Added 1606 Reduced 208 Exited
Page 128 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 ONDS ONDAS INC Technology 2,407.0 $22K +1K +142.9% $9.04 +1.5%
2542 BBB FOODS INC 613.0 $22K +163.0 +36.2% $35.37
2543 WEST WESTROCK COFFEE CO Consumer Defensive 5,096.0 $22K +3K +148.3% $4.25 +99.1%
2544 BHC BAUSCH HEALTH COS INC Healthcare 4,000.0 $22K +2K +100.0% $5.40 +0.9%
2545 INNV INNOVAGE HLDG CORP Healthcare 2,690.0 $22K +718.0 +36.4% $8.02 -8.1%
2546 SEPN SEPTERNA INC Healthcare 894.0 $21K +6.0 +0.7% $24.03 +16.6%
2547 SMMT SUMMIT THERAPEUTICS INC Healthcare 1,131.0 $21K +836.0 +283.4% $18.96 -5.6%
2548 MSB MESABI TR Financial Services 682.0 $21K +5.0 +0.7% $31.43 -17.0%
2549 FLCO FRANKLIN TEMPLETON ETF TR 1,000.0 $21K +492.0 +96.8% $21.42 -0.7%
2550 BOOM DMC GLOBAL INC Energy 4,109.0 $21K +2K +154.6% $5.21 +31.5%
2551 JIII JANUS DETROIT STR TR 430.0 $21K +5.0 +1.2% $49.54 +0.2%
2552 BELFA BEL FUSE INC Technology 118.0 $21K +5.0 +4.4% $180.20 +31.0%
2553 ATNI ATN INTL INC Communication Services 779.0 $21K +111.0 +16.6% $27.22 +0.1%
2554 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 855.0 $21K +355.0 +71.0% $24.78 +1.9%
2555 FTS FORTIS INC Utilities 379.0 $21K +8.0 +2.2% $55.79 +0.8%
2556 BLW BLACKROCK LTD DURATION INCOM Financial Services 1,677.0 $21K +2K +6111.1% $12.59 -1.7%
2557 SETM SPROTT FDS TR 635.0 $21K +200.0 +46.0% $33.08 +5.5%
2558 TAL TAL ED GROUP Consumer Defensive 1,836.0 $21K +170.0 +10.2% $11.37 -7.9%
2559 FIP FTAI INFRASTRUCTURE INC Industrials 4,213.0 $21K +1K +40.8% $4.94 -8.5%
2560 TMFS RBB FD INC 650.0 $21K +250.0 +62.5% $32.00 +6.4%
Page 128 of 149  ·  2,977 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.2%
Financial Services 18.8%
Healthcare 11.3%
Industrials 10.2%
Consumer Cyclical 9.5%
Communication Services 6.9%
Consumer Defensive 6.0%
Energy 4.5%
Utilities 3.0%
Basic Materials 1.9%